IWC
GRFS

Integrated Wealth Concepts’s Grifois GRFS Stock Holding History

Integrated Wealth Concepts’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,508
Closed -$204K – 1800
2025
Q3 		$204K Buy
+20,508
New +$205K ﹤0.01% 1849

Other funds holding GRFS

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Integrated Wealth Concepts's GRFS Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Grifois (GRFS) in Q4 2025, closing a stake of 20,508 shares — an estimated $204K sold.

Integrated Wealth Concepts first reported a position in GRFS in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 181 funds tracked by Wall St. Rank hold GRFS as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Grifois position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 20,508 Grifois shares in Q4 2025, an estimated $204K.
  • Integrated Wealth Concepts first reported a position in Grifois in Q3 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Grifois position peaked at $204K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Grifois as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.